Latest Institutional Transactions on Spdr Portfolio (SPMD)
This table provides information on the latest institutional transactions involving Spdr Portfolio (SPMD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$57.7K - $62.2K
|
1.17K
$56K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-48- 12.21% |
$2.38K - $2.56K
|
345
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
5.16KNew |
$256K - $275K
|
5.16K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
141+ 10.04% |
$6.99K - $7.53K
|
1.55K
$74.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
324+ 2.35% |
$16.1K - $17.3K
|
14.1K
$679K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.38KNew |
$217K - $234K
|
4.38K
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.69% |
$49.5 - $53.4
|
60
$2.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-253- 0.26% |
$12.5K - $13.5K
|
95.4K
$4.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.29KNew |
$312K - $336K
|
6.29K
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
273New |
$13.5K - $14.6K
|
273
$13.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 8.33% |
$49.5 - $53.4
|
13
$625
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-879- 12.43% |
$43.5K - $46.9K
|
6.19K
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15New |
$743 - $801
|
15
$722
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 11.21% |
$4.85K - $5.23K
|
776
$37.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
180+ 1.32% |
$8.92K - $9.61K
|
13.8K
$664K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.84KNew |
$339K - $365K
|
6.84K
$329K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
337+ 126.22% |
$16.7K - $18K
|
604
$29.1K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-506- 49.95% |
$23.9K - $27K
|
507
$24.4K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.82KNew |
$180K - $204K
|
3.82K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.37K - $1.55K
|
12.4K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 45.24% |
$896 - $1.01K
|
23
$1.11K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
100KNew |
$4.72M - $5.34M
|
100K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
409+ 1239.39% |
$19.3K - $21.8K
|
442
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
564+ 16.36% |
$26.6K - $30.1K
|
4.01K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 8.45% |
$579K - $655K
|
158K
$7.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.91K- 20.8% |
$184K - $208K
|
14.9K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.33KNew |
$157K - $178K
|
3.33K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.66K- 65.63% |
$361K - $409K
|
4.01K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.77K- 8.05% |
$83.5K - $94.4K
|
20.2K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.12K- 3.01% |
$242K - $273K
|
165K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.3K- 29.96% |
$109K - $123K
|
5.39K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.5KNew |
$966K - $1.09M
|
20.5K
$985K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
634New |
$29.9K - $33.8K
|
634
$30.5K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84New |
$3.96K - $4.48K
|
84
$4.04K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.25% |
$1.56K - $1.76K
|
13K
$624K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-29K- 87.59% |
$1.37M - $1.55M
|
4.11K
$198K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
828New |
$39K - $44.2K
|
828
$39.8K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
40.9KNew |
$1.93M - $2.18M
|
40.9K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-356- 3.37% |
$16.8K - $19K
|
10.2K
$491K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
136+ 2.08% |
$6.41K - $7.25K
|
6.68K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.78KNew |
$83.8K - $94.7K
|
1.78K
$85.4K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.24% |
$1.13K - $1.28K
|
9.95K
$478K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-218- 6.72% |
$10.3K - $11.6K
|
3.03K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.5KNew |
$1.2M - $1.36M
|
25.5K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
16.7K+ 44.29% |
$787K - $890K
|
54.3K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.82K- 27.72% |
$86K - $97.3K
|
4.76K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
400+ 816.33% |
$18.9K - $21.3K
|
449
$21.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130New |
$6.13K - $6.93K
|
130
$6.25K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-4.74K- 98.63% |
$223K - $253K
|
66
$3.18K
|
|